Pull CRM deals for new pipeline slides
Start every pipeline review with current deal data ready to compare.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Why this helps
Presentation based pipeline reviews rely on stale exports and manual CRM checks.
- Use current pipeline data
- Reduce spreadsheet exports
- Prepare reviews faster
Setup
Build it in a few focused steps.
- 1Connect Google Slides and CentralStationCRM in Notis once.
- 2Create an automation that retrieves the relevant deal list when a pipeline slide is added.
- 3Choose New Slide Added as the trigger.
- 4Choose a report destination and test with a real pipeline review slide.
Questions about this workflow
Can it include company details?
Yes. Ask Notis to include available company information in the report.
Can it compare slide figures with CRM data?
Yes, if the slide contains the figures and you describe the comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Centralstationcrm. A trigger fires from one place; an action lands in another.
Google Slides triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Google Slides and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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